Learn how to use this feature to create payment plans or layaway programs through the Payment Screen.
1. After you've set a debt limit, begin the process of making a sale. It may be a Regular Sale (Point of Sale) or an Order. We are showing the Regular Sale (POS) process in this tutorial.
Start a sale and select a Customer
2. Now, add products and click on Save (F2)
3. Then advance to the payment screen and enter a down payment. You may enter zero or a number lower than the total due.
4. Check the Assign As Debt option, which only appears when there is no payment or there is a partial payment. Note that the unpaid balance is displayed in red.
5. Press F2 to complete the process and add the remaining balance to the customer's account.
6. If you hadn't selected a customer during the sale, a screen will pop up asking you to do so. Click on Select a Customer or press F5 to open your customers' list.
7. Select the Customer.
8. In case the system announces "Debit limit reached" you can edit the customer's debt limit at the moment. Click on the name of the customer.
9. Click on Edit.
10. Go to Customers Debts menu and modify the stipulated debt limit. You can also set a Default limit and select that option.
11. Click on Save to finish.
11. After that, the debt will be added to the customer's account.
Done! You have registered a sale's amount as a debt to a customer.
